Fidelity Charitable^® Toolkits for Employee Engagement

Communications to help you build awareness of smarter, more impactful giving strategies

WHY IS IT IMPORTANT?

It has never been more important to bring your company’s values to the center stage. Rely on us to provide off-the-shelf employee education on tax-smart giving strategies such as donating appreciated assets (like company stock) or using a donor-advised fund (like the Fidelity Charitable Giving Account^®) to give more efficiently. This can be an easy way to demonstrate value for your employees and enhance your overall financial wellness programs.

Webinar series toolkit	Quarterly webinars from Fidelity Charitable explain the potential tax benefits of charitable giving, demonstrate strategies to maximize the impact of their gift, and highlight giving vehicles and resources to support their philanthropy. Invite your employees two to three weeks before an event. See all dates and register here. WEBINAR INVITE (.OFT) An introduction to the Giving Account® and tax-smart giving strategies NEWSLETTER CONTENT Grab & go copy for your organization’s newsletter, intranet sites, or other employee communications.
Introductory and evergreen communications	Use these resources to educate employees on smarter charitable giving strategies and the Giving Account. Download the full toolkit here EMAIL (.OFT) An introduction to the Giving Account® and tax-smart giving strategies FLYER Giving Account overview optimized for digital or offline distribution through key employee channels, such as your intranet DIGITAL SIGNAGE For driving engagement about giving in employee environments (desktop screensavers or in-office displays) NEWSLETTER CONTENT Grab & go copy and graphics for your organization’s newsletter, intranet sites, or other employee communications VIDEO A short video with tips for giving back, appropriate for all audiences
Vesting toolkit	If your company offers equity compensation, a prime moment to incorporate charitable education is during award vesting. Send these resources a few weeks ahead of a vesting event. Download the full toolkit here EMAIL (.OFT) To explain the charitable opportunity at vesting time DIGITAL SIGNAGE For driving awareness in employee environments, including links to a webinar (desktop screensavers or in-office displays) NEWSLETTER CONTENT Grab & go copy and graphics for your organization’s newsletter, intranet sites, or other employee communications
Giving Season toolkit	Help your employees supercharge their year-end or holiday giving with tips on tax-smart charitable strategies. Use these resources any time in the last few months of the year. Download the full toolkit here EMAIL (.OFT) Shares a checklist of smarter giving tips (below) to supercharge year-end giving SMARTER GIVING CHECKLIST A resource appropriate for all employees with ideas for giving back with their time, talent, or treasure DIGITAL SIGNAGE To share giving tips in employee environments (desktop screensavers or in-office displays) NEWSLETTER CONTENT Grab & go copy and graphics for your organization’s newsletter, intranet site, or other employee communications SAMPLE VIDEO SCRIPT To adapt for internal news videos

Need guidance on how to use these resources or want to learn about additional engagement opportunities? Reach out to your Managing Director.

Terms of Use
By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting, or otherwise using the Fidelity-prepared communications attached here, and you accept these terms and conditions on behalf of the organization.